document management solution

Question

Has anyone implemented a document management solution alongside Microsoft 365 or Google Workspace?

Ajay Bansode · Answer

2) Google Workspace (Google Drive) via Drive API (.NET) What this demo does Authenticates with a service account using domain-wide delegation Uploads a file to a Shared Drive / folder Sets metadata (name, description, custom properties) Shares the file (adds a permission) Lists revisions (versions) Setup (once) Create a Google Cloud project → Enable Drive API . Create a Service Account , download the JSON key. In Google Workspace Admin , grant Domain-wide delegation to the SA for scope: https://www.googleapis.com/auth/drive Share your target Shared Drive / folder with the service account or impersonate a user with access. We’ll impersonate an admin/user via UserEmailToImpersonate . NuGet dotnet add package Google.Apis.Drive.v3 dotnet add package Google.Apis.Auth Code (Console app) using Google.Apis.Auth.OAuth2; using Google.Apis.Drive.v3; using Google.Apis.Services; using Google.Apis.Upload; class GDriveDemo { // === Fill these === private const string ServiceAccountJsonPath = "C:\keys\my-sa.json"; private const string UserEmailToImpersonate = "admin@yourdomain.com"; // has Drive access private const string ParentFolderId = "YOUR_FOLDER_OR_SHARED_DRIVE_FOLDER_ID"; static async Task Main() { var drive = await GetDriveService(); // 1) Upload with metadata + custom properties var fileMeta = new Google.Apis.Drive.v3.Data.File { Name = $"Invoice_{DateTime.UtcNow:yyyyMMddHHmmss}.pdf", Parents = new[] { ParentFolderId }, Description = "Invoice for Acme Corp", Properties = new Dictionary { { "InvoiceNumber", "INV-2025-00123" }, { "Customer", "Acme Corp" } } }; using var stream = new FileStream("C:\temp\sample.pdf", FileMode.Open, FileAccess.Read); var createReq = drive.Files.Create(fileMeta, stream, "application/pdf"); createReq.Fields = "id, name, webViewLink"; var progress = await createReq.UploadAsync(); if (progress.Status != UploadStatus.Completed) throw new Exception($"Upload failed: {progress.Exception}"); var created = createReq.ResponseBody!; Console.WriteLine($"Uploaded: {created.Name}, Id: {created.Id}, Link: {created.WebViewLink}"); // 2) Add a viewer permission to a user (external/internal) var perm = new Google.Apis.Drive.v3.Data.Permission { Type = "user", Role = "reader", EmailAddress = "reviewer@yourdomain.com" }; var permReq = drive.Permissions.Create(perm, created.Id); permReq.SendNotificationEmail = false; await permReq.ExecuteAsync(); Console.WriteLine("Permission granted."); // 3) List revisions (versions) var revs = await drive.Revisions.List(created.Id).ExecuteAsync(); foreach (var r in revs.RevisionsValue ?? []) { Console.WriteLine($"Revision: {r.Id}, ModifiedTime: {r.ModifiedTime}"); } } static async Task GetDriveService() { var scopes = new[] { DriveService.Scope.Drive }; var sa = GoogleCredential.FromFile(ServiceAccountJsonPath) .CreateScoped(scopes) .CreateWithUser(UserEmailToImpersonate); return new DriveService(new BaseClientService.Initializer { HttpClientInitializer = sa, ApplicationName = "DMS Demo", }); } } Notes Custom metadata on Drive is best stored in properties (key/value). For robust schemas, keep a parallel DB (SQL) and store the Drive fileId there. If using Shared Drives , ensure the impersonated user has access to that drive and supportsAllDrives=true on certain calls (if needed). Choosing Between M365 & Google Need tight records management , retention , Power Automate workflows → SharePoint/Graph is usually stronger. Need cross-platform simple storage/sharing with lightweight metadata → Drive API is quick to wire up.

Ajay Bansode · Answer

1) Microsoft 365 (SharePoint/OneDrive) via Microsoft Graph What this demo does Authenticates app-only (daemon) with Azure AD Uploads a file to a SharePoint Document Library folder Writes metadata (columns) to the associated ListItem Reads version history Setup (once) Register an app in Entra ID (Azure AD): Authentication: Application (client credentials). API permissions (Application): Sites.ReadWrite.All , Files.ReadWrite.All (grant admin consent). Get: Tenant ID , Client ID , Client Secret . Find your Site ID and Drive ID (document library). Easiest: open the library in SharePoint → Graph Explorer can reveal IDs, or use the sites?search= endpoint once. NuGet dotnet add package Azure.Identity dotnet add package Microsoft.Graph Code (Console app) Notes Create your custom columns in the document library first (same internal names used in FieldValueSet ). For approvals , wire a Power Automate flow to the library and trigger on create/update, or call a flow HTTP endpoint from C# (p zremium connector) to start approvals programmatically.

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